Wealth Manager

Responsibilities:* Provide financial advice on investments and portfolio management( for mutual funds )* Manage HNIs' wealth through comprehensive planning for mutual fundsEmployer contact - Jayant Health insuranceLife insuranceSales incentivesPerformance bonusReferral bonusLeave encashment

Role & responsibilities:Role Overview:We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills,...

It's FRESHERs only opportunity, who willing to pursue towards final placements into Financial Services & Investment Management, through Talent Encouragement for "Training-cum-Recruitment"45 days practicalonly,paid enrolment Programin: Wealth/Portfolio ManagementEquity / Commodity / Forex / Currency / F&O Markets / Algo & Quant TradingResearch Analyst:-:|...

Company DescriptionAt Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS),...

About Wealth Clinic Pvt. Ltd.Wealth Clinic Pvt. Ltd. is a trusted name in the real estate consulting industry, offering premium residential and commercial property solutions. With a strong reputation for professionalism, transparency, and client satisfaction, we help customers make informed investment decisions while providing a rewarding career path for our...

About Wealth Clinic Pvt. Ltd.At Wealth Clinic, we believe in"Reality with Relationship". With a strong presence in real estate advisory and consultancy, we help clients make informed property decisions through transparency, trust, and customer-centric solutions.Roles & Responsibilities:Responsible for client acquisition and business development in real...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

Title: Sales Wealth Counsellor (Pullback)Reports To: Senior Manager Renewals / PullbackSummarySales Wealth Counsellor (Pullback) is a person who is bestowed with the responsibility of wealth creation using disciplined ways of investing in equities of existing clients who have discontinued our services for some reason. She/he is responsible to interact with...

LIFE AT WCWe at Wealth Clinic focus on a positive environment that is productive for everyone and build around a healthy space. Professional and personal growth plays a crucial aspect in the organization's environment and to keep them motivated we conduct various activities that include: Come, be a part of our growing family1.We conduct induction programs...